See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC7 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 · EIN 13-2638166 1000 HARBOR BLVD., 6TH FLOOR · WEEHAWKEN, NJ 07086 | Advisory (Participants) | $41,564 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $19,498 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,407 | $86,655+30.9% | $119,609-5.2% | $66,914+69.5% |
| Participation rate | 97.8% | 75.6%+22.3pp | 79.3%+18.6pp | 69.8%+28.0pp |
| Annual return | -15.41% | -8.00%-7.4pp | -14.97%-0.4pp | 1.58%-17.0pp |
| Employer contribution / active EE | $3,349 | $2,536+32.0% | $4,232-20.9% | $2,544+31.6% |
| Participant deferral / active EE | $8,365 | $4,358+92.0% | $5,602+49.3% | $4,237+97.4% |
| Admin fee / account holder | $296 | $755-60.7% | $10,323-97.1% | $593-50.0% |